Bring The Troops Back. End This War Now!

Black Dems Up In Arms As Party Considers Giving Nevada First 2028 Primary It's always fun watching the party that cherishes identity politics being torn apart by identity politics.  That's once again the case, as the Democratic National Committee endeavors to lay out its sequence of primaries for the 2028 presidential race. As a DNC panel convenes in Washington this week, there's substantial momentum behind the idea of taking the coveted "first in the nation" spot away from 25% black South Carolina, and handing it over to 31% Hispanic Nevada. Party...

Hidden Starship Trade: The Industrial Gas Giant Fueling SpaceX's Rockets Ahead of the SpaceX IPO, Rothschild & Co Redburn analyst Tony Jones published a note on space propellant economics and identified an industrial-gases giant that is well positioned to dominate the market for rocket propellants and mission-critical launch gases as SpaceX's Starship launch cadence gains momentum and the broader space economy is set to double by 2035. Jones and his team reiterated their "Buy" rating on Linde and raised their 12-month price target to $560 from $550, telling clients on Wednesday...

Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....